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Broadcom
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Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
751
McKinley Capital Management
Alaska
$5.03M -$115K -1,800 -2%
OLA
752
Oliver Luxxe Assets
New Jersey
$5.01M -$152K -2,370 -3%
LFAS
753
Level Four Advisory Services
Texas
$4.97M -$765K -11,920 -13%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$4.97M +$292K +4,550 +6%
EWM
755
Empirical Wealth Management
Washington
$4.93M -$169K -2,640 -3%
OIA
756
OneDigital Investment Advisors
Kansas
$4.9M +$187K +2,920 +4%
CI
757
CX Institutional
Indiana
$4.9M +$732K +11,400 +18%
FTDI
758
First Trust Direct Indexing
Massachusetts
$4.87M +$241K +3,760 +5%
1WA
759
180 Wealth Advisors
Washington
$4.84M -$166K -2,580 -3%
RWM
760
RBA Wealth Management
California
$4.84M +$382K +5,950 +9%
DAS
761
Dynamic Advisor Solutions
Arizona
$4.84M +$313K +4,880 +7%
FRA
762
Front Row Advisors
California
$4.83M -$82.8K -1,290 -2%
CG
763
Cutler Group
California
$4.82M +$4.82M +75,080 New
MCM
764
Moore Capital Management
New York
$4.81M +$4.81M +75,000 New
FFA
765
First Foundation Advisors
California
$4.79M +$27.6K +430 +0.6%
A
766
AustralianSuper
Australia
$4.79M +$4.79M +74,670 New
HC
767
Hourglass Capital
Texas
$4.79M -$115K -1,800 -2%
AA
768
ALPS Advisors
Colorado
$4.77M -$454K -7,070 -9%
NONA
769
Ninety One North America
New York
$4.77M -$3.5M -54,510 -42%
HCA
770
Harbour Capital Advisors
Virginia
$4.76M +$60.9K +950 +1%
KIA
771
KCM Investment Advisors
California
$4.76M +$227K +3,540 +5%
CPC
772
Consolidated Planning Corp
Georgia
$4.72M -$302K -4,700 -6%
SAI
773
Systematic Alpha Investments
New Jersey
$4.72M – – –
NW
774
NewEdge Wealth
Pennsylvania
$4.69M -$791K -12,330 -14%
GAM
775
Garrison Asset Management
Arkansas
$4.67M -$47.5K -740 -1%
29 30
31
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